Reality Research real-time foot traffic data USA w/ 5 years history (REIT data)
收藏资源简介：
Reality Research sources its foot traffic data from Advan - the top data provider for geolocation data and the winner of Waters Technology's 2020 best alternative data provider. This geolocation data is collected from apps on consumer’s cell phones which broadcast highly precise locations through sensors including GPS, Bluetooth, and WiFi. This type of data is produced by a wide variety of apps that have reason to collect data in the background including weather, shopping, social media, and more. Advan is the market leader in geolocation data using five times more underlying data than their competitors. Advan aggregates and normalizes this data from a variety of app providers to build a panel of 50 million US users comprising 25% of the mobile phones out there. Furthermore, Advan has manually geo-fenced 1.5 million locations and adding 50,000 more each month. The combination of more underlying data and precise geo-fencing is instrumental in accurately measuring where foot traffic is happening. Advan further has a strict compliance policy on this data collection. Every user on whom data is collected has explicitly opted-in and every app provider has a privacy policy that explicitly states they can sell this data. The fields of data we offer are devices in store (i.e. - unique foot traffic in store), devices in store or parking lot (i.e. - unique foot traffic in store or parking lot), and median dwell time (i.e. - median amount of time spent in store). We also provide metrics on the changes in foot traffic and dwell time over time (e.g. - quarter over quarter, year over year). Foot traffic data has numerous use cases for fundamental REIT investors. It allows investors to compare REIT portfolios and see whose fundamental metrics are performing best and whose are performing worst. With the uncertainty in commercial real estate created by the pandemic, it allows investors to identify inflections in foot traffic that precede large moves in stock price. Also with the pandemic, it allows investors to evaluate volatility in equity prices to determine if the fundamentals support such moves or if there is an opportunity to trade based on the divergence between stock price and foot traffic.
Reality Research的客流数据（foot traffic data）源自Advan——全球顶尖地理位置数据（geolocation data）提供商，同时是Waters Technology 2020年度最佳另类数据提供商。该地理位置数据采集自消费者手机上的应用程序，这些应用通过GPS、蓝牙、WiFi等传感器广播高精度位置信息。此类数据由各类应用程序生成，这些应用因业务需求会在后台采集数据，涵盖天气、购物、社交媒体等多个领域。Advan是地理位置数据领域的市场领导者，其底层数据源规模是竞争对手的五倍。Advan从多家应用程序提供商处聚合并标准化此类数据，构建了包含5000万美国用户的样本面板，覆盖全美移动设备总量的25%。此外，Advan已手动划定150万个地理围栏（geo-fencing）点位，并以每月新增5万个的速度持续扩充。充足的底层数据源与高精度地理围栏相结合，能够精准实现客流位置的有效监测。Advan在数据采集环节设有严格的合规政策：所有被采集数据的用户均已明确签署知情同意书，且所有应用程序提供商均在其隐私政策中明确说明可对外售卖此类数据。我们提供的数据字段包括：到店设备量（即门店内唯一客流）、门店或停车场设备量（即门店或停车场内唯一客流）以及中位停留时长（即用户在门店内的停留时长中位数）。我们还提供客流与停留时长的时序变化指标，例如环比（quarter over quarter）、同比（year over year）变化情况。客流数据对于房地产投资信托基金（REIT）的基本面投资者而言，拥有诸多应用场景：该数据可帮助投资者对比不同REIT的投资组合，甄别基本面表现最优与最差的标的；在新冠疫情给商业地产市场带来不确定性的背景下，投资者可通过该数据识别股价大幅波动前的客流拐点；同样基于疫情背景，投资者可借助该数据评估股价波动率，判断基本面是否支撑当前股价走势，或是通过股价与客流数据之间的背离寻找交易机会。
